+822.6%
VOO vs LQD
+69.3%
+753.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +0.5% | +0.2% | +0.3% | +0.4% |
| 30D | -0.9% | -0.6% | -0.3% | -0.7% |
| 3M | +3.9% | -1.2% | +5.1% | +4.5% |
| 6M | +14.5% | -1.9% | +16.5% | +15.6% |
| YTD | +13.0% | -1.3% | +14.2% | +13.7% |
| 1Y | +19.4% | -1.0% | +20.4% | +20.1% |
| 3Y | +78.9% | +15.2% | +63.6% | +68.4% |
| 5Y | +82.3% | -4.4% | +86.7% | +80.5% |
| 10Y | +314.2% | +22.6% | +291.6% | +311.8% |
| All | +822.6% | +69.3% | +753.3% | +931.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LQD.
Daily Out/Under-Performance
Portfolio return minus LQD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LQD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded LQD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling